Radwell International, Llc 401(k) Profit Sharing Plan
Sponsored by Radwell International, Llc · EIN 232106278 · Plan #002
- Total assets
- $88.1M
- Net assets
- $88.1M
- Active participants
- 1,856
- With balances
- 1,784
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $76,229 |
| Creative Planning, Llc | Consulting (general), Investment advisory (plan) | $61,050 |
| Baker Tilly Us, Llp | Accounting | $44,100 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $27,843 |
| Mesirow Financial | Investment advisory (plan) | $18,554 |
| Bowman & Company Llp | Accounting | $10,500 |